Your complete financial picture, in one place.

Track your net worth, manage your portfolio, and get AI-powered insights from your financial documents — all in a single, beautifully simple dashboard.

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Dashboard

Net Worth

$284,392

+12.4%

Investments

$198,241

+8.7%

Cash

$86,151

4 accounts

Portfolio Performance

Portfolio SPY

Top Holdings

A

AAPL

50 shares

$9,131

+2.4%

M

MSFT

25 shares

$9,472

+1.8%

G

GOOGL

30 shares

$4,254

+3.1%

N

NVDA

15 shares

$1,947

+5.2%

Works with the institutions you already use

Fidelity Charles Schwab Vanguard Robinhood Chase Coinbase

Everything you need

A smarter way to understand your money.

From bank accounts to brokerage portfolios, Moneyline brings everything together with powerful analytics and AI-powered data entry.

Total Net Worth

$284,392.41

Net Worth Tracking

Connect all your accounts — checking, savings, investments, crypto — and see your complete financial picture with point-in-time snapshots.

Portfolio Returns

+24.8% YTD

Portfolio Analytics

Track returns, Sharpe ratio, and max drawdown. Benchmark your performance against SPY and break down holdings by sector.

AI Import

AAPL — 50 shares @ $182.63
MSFT — 25 shares @ $378.91
GOOGL — 30 shares @ $141.80

AI-Powered Import

Upload bank statements or trade confirmations in any format — PDF, CSV, XLSX — and let AI extract and organize your data automatically.

Built for your data

Real-time data, meaningful insights.

Moneyline connects to professional market data feeds and uses AI to transform your unstructured financial documents into actionable intelligence.

Tax-loss harvesting

Identify harvestable losses, estimate tax savings, and avoid wash sale traps with automatic 30-day lookback.

Portfolio health score

A composite grade across diversification, risk-adjusted returns, drawdown resilience, and consistency.

Benchmark analysis

Compare your returns against SPY, IWM, or QQQ with Sharpe ratio, beta, and max drawdown metrics.

Questions & Answers

How does passwordless sign-in work?
Enter your email and we'll send you a secure magic link. Click it to sign in — no password needed. Links expire after 15 minutes for security.
What file formats does the AI import support?
You can upload PDF statements, CSV exports, and XLSX spreadsheets. Our AI reads the document, extracts trades and account balances, and structures the data automatically — no manual data entry required.
Where does the market data come from?
Moneyline uses Alpaca Markets for real-time and historical pricing data. Prices are updated throughout the trading day so your portfolio values are always current.
How are portfolio analytics calculated?
We calculate time-weighted returns, Sharpe ratio, and maximum drawdown from your actual trade history. Your portfolio is automatically benchmarked against SPY so you can see how you compare to the market.

Ready to take control of your finances?

Join Moneyline and start tracking your net worth, managing your portfolio, and making smarter financial decisions — all in one place.

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